China Merchants Securities International Company Limited - Research

Equity Research Report

Macroeconomics

Investment Strategy

Industry

Company

Morning Express

Equity Research Report

Stock Code (e.g. 5, 700):

Keywords:

Start Date:

End Date:

Robosense (2498 HK) - Robot business surge drove sharper-than-expected loss narrowing, fundamentals show clear rebound	Liang Yonghuo,Harrison, Yin Haocheng	2025-08-22
速腾聚创 (2498 HK) - 二季度机器人放量令亏损收窄超预期，基本面触底回升	梁勇活,殷浩程	2025-08-22
哔哩哔哩 (BILI US) - 盈利能力改善趋势再获确认	李怡珊,王腾杰	2025-08-22
Bilibili (BILI US) - Solid profitability improvement trajectory reaffirmed	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-08-22
Li Ning (2331 HK) - 2026E growth inflection unfolding	Wong Ming Him, Joseph	2025-08-22
中国生物制药 (1177 HK) - 复兴之路：被低估的多元化大型药企	陈铸鸿,陈泓道	2025-08-22
Sino Biopharm (1177 HK) - SBP Renaissance: Diversified large pharma undervalued	Chen Zhuhong, Jonah,Chen Hongdao, George	2025-08-22
看准科技 (BZ US) - 需求改善助力25年下半年增长加速势头持续	李怡珊,王腾杰	2025-08-21
Kanzhun (BZ US) - 2H25E growth acceleration intact driven by demand improvement	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-08-21
福耀玻璃 (3606 HK) - 产品结构升级动力足，售后及海外拓展空间大	梁勇活,殷浩程	2025-08-21
雅诗兰黛 (EL US) - 增长重启但分化，估值反映充分；上调评级至中性	黄铭谦	2025-08-21
Fuyao Glass (3606 HK) - Plenty fuel to improve product mix, significant upside in aftersales and overseas expansion	Liang Yonghuo,Harrison, Yin Haocheng	2025-08-21
有道 (DAO US) - AI产品稳步增长，盈利能力持续改善	李怡珊,王腾杰	2025-08-21
Youdao (DAO US) - AI products grow steadily; Profitability improvement intact	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-08-21
Estée Lauder (EL US) - Growth resumes, yet uneven and well-priced; U/G to HOLD	Wong Ming Him, Joseph	2025-08-21
泡泡玛特 (9992 HK) - 强势指引，估值持续上修	黄铭谦	2025-08-21
Xpeng (9868 HK) - Auto GPM beat; deeper VW cooperation to expand new revenue streams	Liang Yonghuo,Harrison, Yin Haocheng	2025-08-20
小鹏汽车 (9868 HK) - 汽车利润率超预期，深化大众合作拓展新收入流	梁勇活,殷浩程	2025-08-20
华润啤酒 (291 HK) - 增长回归；估值滞后	黄铭谦	2025-08-20
China Resources Beer (291 HK) - Growth returns, but valuation lags	Wong Ming Him, Joseph	2025-08-20

Page /515

About Us	Career	Site Map
Contact Us	Disclaimers
Security Tips & Advice